Client Onboarding & Success, Executive SupportClient Onboarding & Success, Executive Support

Key Achievements:

• Managed HoneyBook CRM activities, including lead intake, pipeline organization, and follow-up scheduling. • Supported upselling and cross-selling opportunities among active leads. • Maintained accurate pipeline records and organized follow-ups to support sales coordination. • Reviewed booking data to identify opportunities and recommend pricing adjustments. • Created client-facing marketing materials and proposal mockups using Canva.

Key Achievements:

• Coordinated event logistics, flight bookings, travel arrangements, and operational requirements for a small team. • Organized project information and tracked event preparations using Notion. • Coordinated shipping of event materials and communicated with organizers and venue coordinators.

Key Achievements:

• Managed the CEO’s inbox, calendar, scheduling, and travel arrangements. • Prepared contracts, proposals, and client follow-up communications. • Created branded pitch decks and client-facing materials using Canva. • Coordinated tasks and information across the CEO, COO, and CFO using Notion, Asana, and Fireflies. • Developed and documented SOPs and operational workflows across consulting, short-term rental, and property management activities. • Onboarded approximately 5 clients per week, working with both business and individual clients. • Conducted onboarding calls and explained company services, processes, and next steps. • Collected client documents and information and guided clients through application or funding procedures. • Sent welcome emails, instructions, and follow-up communications to guide clients through required steps. • Coordinated client requirements with internal teams and followed up on outstanding items. • Maintained client records in CRM systems or tracking tools and supported ongoing client relationships.

Key Achievements:

• Managed email communications, scheduling, and task tracking to support daily operations. • Updated and optimized property listings on Airbnb, Giggster, and Peerspace using SEO-friendly descriptions. • Created marketing materials and pitch decks for property listings and client proposals. • Coordinated with brokers, homeowners, and commercial teams to maintain accurate, up-to-date listings.

Key Achievements:

• Responded to guest inquiries and managed customer concerns and escalations through phone, SMS, and email. • Coordinated with vendors and field teams to resolve guest issues and support timely service delivery